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Essential Presentations for Business Analysts and Consultant

Practical guide how to create a killer presentation efficiently

4.4
(22 ratings)

Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.

As a business analyst or management consultant you are delivering your advices, observation and analyses using presentations. On some projects you may be producing as much as 200-300 slides. Slide preparation is very time-consuming and you have to make sure that you structure you work properly to deliver according to promised deadlines.

In this course you will learn how to prepare a great presentation for your customer that will help you deliver your thoughts in a coherent manner and win him over. I will teach you how to prepare the the presentation in the right order so you do not waste your time. You will also learn what type of slides you can consider and when you should use a specific type of slide.

This course is based on my 12 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for. I have not only delivered presentations on numerous projects myself but I was also receiving presentations from consulting companies such as PwC, BCG, McKinsey, EY, Accenture, OCC as a Board Member in many companies. I have seen the process of preparing and delivering presentations form all angles. On the basis of what you will find in this course and I have trained over 100 business analysts and consultants who now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members etc.

I teach through cases, using 80/20 rule so most of the lectures will be case studies showing examples of how to put something on a slide. Those slides are based on real life examples. You will also learn the order in which you should do things in order to deliver nice, coherent, understood by your customer presentations within the deadlines. To every lecture you will also find attached additional resources. Thanks to this, as a part of this course you will also get a library of ready-made materials that will help you in your first year as a business analyst / junior consultant.

Why I decided to create this course?

Presentations are not something people learn in school or even universities. For most people it is difficult to read presentations and to express themselves using slides. Many people, experience also in the beginning problems in proper structuring of the whole presentation. They cannot make it understandable for the customer and quite often the presentation lacks the flow. The biggest problem in consulting is that the presentation is determining the analyses that you have to make. If your presentation draft is not well structured and though-through you will not be efficient with interviews, data gathering and analyses. Therefore, I found it critical to teach all my co-workers and employees how to express themselves. In this way I made their work (not only related to presentation) much more efficient and also my life much easier :) . Learn from this course and apply it also in your work

In what way will you benefit from this course?

The course is a practical, step by step guide loaded with tones of cases, tricks, hints that will significantly improve the speed with which you work. You will learn how to prepare a great presentation both for internal as well as external purposes. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. My intention is that thanks to the course you will know:

How to structure the subject that the presentation is addressing?

In what order you should approach the preparation of the presentation?

How to prepare the sketch and the template of the presentation?

What type of slides and when you can use?

You can also ask me any question either through the discussion mode or by messaging me directly.

How the course is organized?

The course is divided currently in 7 sections and I will be adding new section to address other important issues. Currently you will find the following sections:

Introduction. We begin with little intro into the course as well as some general info on the role of presentation in consulting and when you actually prepare presentations

Creating the template. In the second section how to go from general idea (i.e. from an issue tree) to a sketch and how to transform the sketch into a template

Filling in the slides. In the next section I will talk about general rules concerning the filling-in the slides, the flow that you achieve and how different is the template vs the end-product

Delivery of the presentation. In section 4 we will talk briefly about the delivery of the presentation: how to do it and how different is the written presentation from the presentation that can be delivered to audience.

Types of charts you can use. In section 5 I will go through many types of slides and will show you what you can use for a specific purpose

Example of presentations. In the next section I show examples of real presentations and will discuss what I have structured them in such a way.

We will be adding new lectures in the coming months

You will be able also to download many additional resources

Templates of slides

Example of presentation show in the course

Links to additional presentations and movies

Links to books worth reading

At the end of my course, students will be able to…

Create a great presentation in the style of top consulting firms

Understand the main challenges in preparing the management consulting presentation

We begin with little intro into the course as well as some general info on the role of presentation in consulting and when you actually prepare presentation

Introduction

02:24

A few words about your humble teacher

About me

01:47

Presentations are important for many reasons. Here I will discuss what they give you, what are their benefit

Why presentations are important for Business Analysts

02:13

There 10 phases of producing the final presentation. You start with creating the structure of the presentation then you move to making sketches, template and slides. You end up with checking for errors and omissions. I will discuss briefly here each and every stage

Phases of creating a presentation

02:30

In consulting you will be creating all the time different presentations for different purposes. I will discuss in this lecture different purposes and types of presentations

Occasions for which you will create presentations in Management Consulting

03:44

There are 2 types of presentations: presentation that will be read by the customer on his own and presentation that will be delivered to the customer during a meeting. Those presentations different in size, delivery time, animations present in the presentation and last but not least font size. I will be discussing those difference in more detail in this lectur

Presentation for reading vs audience

01:58

+–

How to create a template of the presentation without no data?

4 Lectures
08:02

The first step is coming up with the structure of the presentation. You have to name the sections and chapters that you want to create. I will also show what structure I came up with for this course

Structure of the presentation

02:49

Once you have the section and chapters you should try to put the messages you want to convey. I will show the example of messages we created for this course

Create the messages

01:37

You should start by sketching the presentation on a piece of paper. There are 4 phase of sketching the presentations I will show them in this lecture. You will also see the sketch for this course

Sketching of the presentation

01:34

After sketching you have to create the template of the slide. I will show you examples of how a sketched slide is turned into a power point slide

Creating the template

02:02

+–

Filling in the slides

3 Lectures
10:08

Power Pointe presentation is the second most important tools to be used by Business Analyst in his work. After all it is not only important to analyse data and draw conclusions but also to show them in a nice manner to decision makers. Here you will learn basic rules on how to build your Power Point deck in fast and easy manner. You will see also some examples of good and bad slides. There are many advanced tools for presentation (i.e.) Prezi. Still Power Point is the most often used and widely accepted

Basic rules for a management consulting presentations

05:47

Here you will see how the real slide looks in comparison with the sketch and the template

Template vs real slides

01:31

There has to be a flow in the story you are trying to say with the presentation. I will show you how to achieve it

The flow of the presentation

02:50

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Delivery of the presentation

2 Lectures
05:47

Rules for delivering successful presentation

03:49

The delivered presentation will be different than the written one. I will discuss in this lecture the difference.

Comparison of the written and the delivered version

01:58

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Types of slides you can use

23 Lectures
46:22

In section 5 I will go through many types of slides and will show you what you can use for a specific purpose

Types of slides you can use- Introduction

02:04

This sort of slides you use to show how the process will look like, what the customer will have to do, what will be done in each and every phase, what will be the cost of each and every phaes

Process slides

02:37

This sort of slides you use to compare 2 data sets over the same dimensions i.e. costs and profit per dpeartments, conversion rates and average value ticket per channel of acquisition. I will show you different ways to express is and compare 2 data sets.

Comparison of 2 data sets

02:43

This sort of slides you use to compare to phenomena using text rather than data

Comparison of 2 things using text

01:40

From time to time you have to compare numbers using more criteria. I will show you in this lecture how you can achieve it

Comparison using 3 criteria - numbers

02:51

When communicating with the customer you have to show them the project structure – who is going to do what. I will show you in this lecture how to do it

Project structure

01:25

You have to show to the customer what are the roles of the team members. I will show you in this lecture how to do it

Team / Project roles

01:38

Here you will see what kind of slides you can use for showing the timeline

Timeline

01:36

With longer presentations you have to show the agenda and use some sort of tracker to let the customer know during the presentation where he is in the whole process. I will show you in this lecture how to do it

Agenda

01:42

I will show you ways in which you can summarize information for the customer

Summary slides

03:34

Sometimes you have to group the existing knowledge and show it to the customer in a structured way. I will show you in this lecture how to do it

Grouping knowledge slides

01:42

You can use slides showing the customer. Here you can use photos or schemes. This helps you to sell the conclusions. I will show you in this lecture how to do it

Slides showing the customer picture

02:57

In many cases you have to show the composition. I will show you in this lecture how to do it

Composition

01:07

You will use this slides to show impact, savings and sometimes composition. I will show you in this lecture how to use them

Waterfall slides

02:13

You have to show to the customer your team and what they will do during the project. I will show you in this lecture how to do it

Team members

01:30

I will show you for what and how you can use maps

Maps

02:17

In the pitching presentations you will have to show your references. I will show you what type of slides you can use for this

References

01:27

During optimization project you may want to show the motivation system of a specific group. I will show you what type of slides you can use for this

Motivation system

01:02

Here I will show you how to present the issue tree, structure of a complex business problem

Issue tree slides

01:32

In many cases you will have to show the business model in a simplified way to the customer to get a feedback and show the possible improvements. I will show you what type of slides you can use for this

Business model slides - Part 1

02:00

In many cases you will have to show the business model in a simplified way to the customer to get a feedback and show the possible improvements. I will show you what type of slides you can use for this

Business model slides - Part 2

02:20

In many cases you have to show the customer available options. I will show you how to do it.

Showing options - Part 1

02:05

In many cases you have to show the customer available options. I will show you how to do it.

Showing options - Part 2

02:20

+–

Examples of presentations

5 Lectures
17:11

In the next section I show examples of real presentations and will discuss what I have structured them in such a way.

Examples of presentations - Introduction

01:02

Here I will show you an example of a proposal to the customer who wanted to do a consulting project

Example of a proposal for a consulting project

05:27

I will show you with what kind of presentation you can describe you relevant experience

How to describe your experience for your proposal

02:09

I will show you here how a presentation for the so called kick-off (first meeting starting the project) can look like

Kick-off meeting presentation

03:57

I will show you what kind of alternative slides you can use for the proposal

Alternative slides for the proposal

04:36

+–

Evolution of a presentation for a customer - case study

7 Lectures
16:45

Here I will show you using example how a presentation will change in reaction with the customer

Evolution of a presentation for a customer - case study

00:40

I will show you example of a project sold at very high margins yet at lower cost for customer thanks to proper structuring of the project scope

Introduction to the case study

01:21

In this lecture we will analyze in details the RFP I got from the customer and see what are the implication of it for the whole project, the offer and the real underlying problem

RFP that I received - details

02:21

Here I will show you the first proposal I have created for the project. I will explain you the logic behind it and why certain things are presented in such a way

My first proposal - introduction

00:46

Here I will show you the first proposal I have created for the project. I will explain you the logic behind it and why certain things are presented in such a way

My first proposal - details

05:07

The meeting totally changed the approach to the project and I learned a lot. I will show you what I have learned during the meeting, how it influenced the whole project. I will show you also the result of the negotiations

What happened during the negotiations?

04:33

During the negotiations I learned enough information to adjust the offer for the customer. The aim was to creating more appealing (for both sides) offer that would reflect what we have agreed on during the negotiations

Expert in performance improvement, startuping and turning-around companies with significant experience both in management as well as in supervision of medium size companies (EUR 20 – 40 million) as well as startups.